+353.5%
AAOI vs EXPD
+75.3%
+278.3%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.4% | -5.2% | -5.3% |
| 7D | -0.5% | +5.5% | -6.0% | -4.2% |
| 30D | -42.1% | -0.8% | -41.3% | -41.2% |
| 3M | -61.6% | +4.1% | -65.8% | -62.5% |
| 6M | -77.6% | +25.7% | -103.3% | -80.9% |
| YTD | +43.1% | +31.4% | +11.7% | +14.3% |
| 1Y | +138.6% | +42.2% | +96.4% | +78.3% |
| 3Y | +353.5% | +77.2% | +276.4% | +193.3% |
| All | +353.5% | +75.3% | +278.3% | +193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded EXPD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling